Kraft Davis & Associates’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Kraft Davis & Associates’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1M	Buy	259,050 +1,180	+0.5%	+$59.8K	2.73%	11
2026 Q1	$13.1M	Buy	257,870 +5,039	+2%	+$257K	2.79%	11
2025 Q4	$12.9M	Buy	252,831 +54,257	+27%	+$2.78M	2.9%	10
2025 Q3	$10.2M	Buy	198,574 +161,748	+439%	+$8.26M	2.47%	12
2025 Q2	$1.88M	Buy	+36,826	New	+$1.87M	0.51%	37

Other funds holding NEAR

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Kraft Davis & Associates's NEAR Position: Q2 2026 in Review

Kraft Davis & Associates increased its iShares Short Maturity Bond ETF (NEAR) stake by 0.46% in Q2 2026, buying an estimated $59.8K and bringing the position to 259,050 shares worth $13.1M. The position accounts for 2.73% of the portfolio, ranked #11.

Kraft Davis & Associates first reported a position in NEAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.1M in Q1 2026. 77 funds tracked by Wall St. Rank hold NEAR as of Q2 2026.

Kraft Davis & Associates held 259,050 shares of iShares Short Maturity Bond ETF worth $13.1M as of Q2 2026.
Kraft Davis & Associates bought 1,180 iShares Short Maturity Bond ETF shares in Q2 2026, an estimated $59.8K.
iShares Short Maturity Bond ETF made up 2.73% of Kraft Davis & Associates's portfolio in Q2 2026, its #11 holding.
Kraft Davis & Associates first reported a position in iShares Short Maturity Bond ETF in Q2 2025 and has held it in 5 quarters since.
Kraft Davis & Associates's iShares Short Maturity Bond ETF position peaked at $13.1M in Q1 2026.
77 funds tracked by Wall St. Rank held iShares Short Maturity Bond ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.